M Roger And Anne Melby Clapp Foundation in Arlington, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| M Roger And Anne Melby Clapp Foundation | |
| Employer Identification Number (EIN) | 341543994 |
| Name of Organization | M Roger And Anne Melby Clapp Foundation |
| In Care of Name | Jane C Sedgwick |
| Address | 3 Florence Ter, Arlington, MA 02476-5911 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $18,289,842 |
| Amount of Income | $9,579,228 |
| Form 990 Revenue Amount | $19,509,993 |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $600,583 | $698,814 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $725,004 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,074,544 | $66,656 | $0 | $2,002,688 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $74,544 | $66,656 | $2,688 | |
| Contributions, gifts, grants paid | $2,000,000 | |||
| Excess of revenue over expenses and disbursements | $-1,473,961 | |||
| Net investment income | $632,158 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $18,289,842 | $18,774,510 |
| Cash - non-interest-bearing | $174,130 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $11,005,861 | |
| Investments-corporate bonds | $1,902,364 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $5,207,487 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $18,289,842 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-124,421 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $6,322 |
| Total credits and payments | $10,347 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $10,347 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $4,025 |
| Amount to be credited to 2013 estimated tax | $4,025 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $20,293,818 |
| Net value of noncharitable-use assets | $19,989,420 |
| Minimum investment return | $999,471 |
| Distributable Amount (for 2012) | |
| Distributable amount | $993,149 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $993,149 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Memorial Spaulding School Extended Day Program Inc | 250 Brookline St, Newton Centre, MA 02459-3137 | MA | 1986-05 | $405,451 |
| 2 | Memorial-Spauling Parent Teacher Organization Inc | C/O Daniel Xia 51 Dudley Road, Newton Center, MA 02459 | MA | 2013-06 | $229,740 |
| 3 | Memoryride Inc | PO BOX 412, Cataumet, MA 02534-0412 | MA | 1997-10 | $23 |
| 4 | Max Kagan Family Foundation | 2 Old Garden Rd, Rockport, MA 01966-1717 | MA | 1959-06 | $1,677,921 |
| 5 | Massachusetts Chess Association, Maca | 15 Adams St, Medford, MA 02155 | MA | 1980-08 | $0 |
| 6 | Massachusetts Council For Exceptional Children | PO BOX 600413, Newtonville, MA 02460-0004 | MA | 2000-12 | $44,601 |
| 7 | Massachusetts Teachers Association, 379 Winchester Educ Assn | 573 Main Street, Winchester, MA 01890-2900 | MA | 1972-10 | $356,977 |
| 8 | Medical Outcomes Trust Inc | 175 Derby St Ste 42, Hingham, MA 02043-4053 | MA | 1993-12 | $39,321 |
| 9 | M A E Inc | 46 Lyn Ln, Middleboro, MA 02346-1835 | MA | 2003-01 | $5,550 |
| 10 | Mastokids Inc | 18 Horseshoe Dr, Townsend, MA 01469 | MA | 2003-10 | $8,510 |
| 11 | M Roger And Anne Melby Clapp Foundation | 3 Florence Ter, Arlington, MA 02476-5911 | MA | 1987-04 | $9,579,228 |
| 12 | Mary Alice Arakelian Foundation | 225 Franklin St, Boston, MA 02110-2804 | MA | 1967-10 | $2,312,094 |
| 13 | Mastwood Charitable Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2000-11 | $50,746 |
| 14 | Maya Educational Foundation | PO BOX 1483, Wellfleet, MA 02667-1483 | MA | 1993-03 | $652,532 |
| 15 | Mind And Life Institute | 4 Bay Road, Hadley, MA 01035-9568 | MA | 1992-12 | $5,790,801 |
| 16 | Monks Of Adoration Inc | 35 Kingston Street, Boston, MA 02111 | MA | 1991-11 | $0 |
| 17 | Morris Kesselman & Rita Kesselman Foundation Trust | 24 Bella Rd, Sharon, MA 02067-1448 | MA | 1971-08 | $11,587 |
| 18 | Morris M Rand Memorial Foundation Inc | C/O J Cutter 39 Southfield Court, Needham, MA 02492 | MA | 2005-12 | $1,042,873 |
| 19 | Men With Heart Non-Profit Corporation, Attn M J Cushing | 1 Federal St, Boston, MA 02110-2012 | MA | 2003-04 | $17,346 |
| 20 | Menauhant Yacht Club, Winship Fuller - Treas | PO BOX 217, East Falmouth, MA 02536-0217 | MA | 1943-01 | $229,671 |
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